Construction Manager overseeing transportation construction projects in Colorado Springs. Leading client support, health and safety leadership, and efficient project management in a hybrid role.
About the role
- Portfolio Manager delivering personalized wealth management advice for high-net-worth clients at TIAA. Managing investment portfolios and executing asset allocation strategies to meet financial goals.
Responsibilities
- Oversees investment portfolios and delivers personalized advice
- Recommends portfolio adjustments to grow client’s net worth
- Executes securities transactions in client portfolios
- Evaluates performance of investment portfolios
- Maintains client relationships
- Provide input into investment models and allocation frameworks
Requirements
- 5+ years working directly with wealth management clients
- 7+ years preferred
- CFA, CFP Certification
- University Degree
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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